LWS Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.7M | Buy |
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|
2023
Q3 | $3.31M | Sell |
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|
2023
Q2 | $3.58M | Sell |
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|
2023
Q1 | $3.48M | Buy |
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|
2022
Q4 | $3.44M | Sell |
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|
2022
Q3 | $3.16M | Buy |
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|
2022
Q2 | $3.29M | Sell |
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|
2022
Q1 | $3.86M | Buy |
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|
2021
Q4 | $3.98M | Buy |
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|
2021
Q3 | $3.56M | Sell |
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|
2021
Q2 | $3.74M | Buy |
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|
2021
Q1 | $3.38M | Sell |
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|
2020
Q4 | $3.33M | Buy |
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|
2020
Q3 | $2.7M | Sell |
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|
2020
Q2 | $2.68M | Buy |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $4M | Buy |
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